Latest Institutional Transactions on Walmart Inc. (WMT)
This table provides information on the latest institutional transactions involving Walmart Inc. (WMT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-15- 0.55% |
$1.23K - $1.5K
|
2.69K
$277K
|
|
|
Jul 18, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-8.04K- 65.28% |
$658K - $804K
|
4.28K
$440K
|
|
|
Jul 18, 2025
Q2 2025
|
Eagle Capital Management, LLC
|
BUY
|
- |
300+ 7.76% |
$24.5K - $30K
|
4.17K
$429K
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-142- 3.42% |
$11.6K - $14.2K
|
4.02K
$413K
|
|
|
Jul 18, 2025
Q2 2025
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
16+ 0.07% |
$1.31K - $1.6K
|
21.7K
$2.23M
|
|
|
Jul 18, 2025
Q2 2025
|
Riverview Trust CO
|
SELL
|
- |
-3.96K- 83.43% |
$324K - $396K
|
786
$80.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
55+ 1.88% |
$4.5K - $5.5K
|
2.98K
$306K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.86K+ 74.99% |
$152K - $186K
|
4.35K
$447K
|
|
|
Jul 17, 2025
Q2 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-80- 52.63% |
$6.54K - $8K
|
72
$7.41K
|
|
|
Jul 17, 2025
Q2 2025
|
Campion Asset Management
|
SELL
|
- |
-30- 0.61% |
$2.45K - $3K
|
4.91K
$506K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-543- 1.63% |
$44.4K - $54.3K
|
32.8K
$3.38M
|
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
BUY
|
- |
3KNew |
$245K - $300K
|
3K
$309K
|
|
|
Jul 16, 2025
Q2 2025
|
Brave Asset Management Inc
|
BUY
|
- |
2.18KNew |
$179K - $218K
|
2.18K
$225K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
66+ 942.86% |
$5.4K - $6.6K
|
73
$7.52K
|
|
|
Jul 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-2.12K- 11.34% |
$173K - $212K
|
16.6K
$1.71M
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
11.1K+ 99.09% |
$905K - $1.11M
|
22.2K
$2.29M
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-1K- 14.14% |
$81.8K - $100K
|
6.07K
$625K
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-1.59K- 26.05% |
$130K - $158K
|
4.5K
$463K
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
2.25KNew |
$184K - $225K
|
2.25K
$231K
|
|
|
Jul 16, 2025
Q2 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-205- 6.5% |
$16.8K - $20.5K
|
2.95K
$303K
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-2.85K- 50.01% |
$233K - $285K
|
2.85K
$293K
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-60- 2.49% |
$4.91K - $6K
|
2.35K
$242K
|
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
8+ 0.14% |
$654 - $800
|
5.55K
$571K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
18+ 0.25% |
$1.47K - $1.8K
|
7.35K
$757K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
2.06KNew |
$169K - $206K
|
2.06K
$212K
|
|
|
Jul 15, 2025
Q2 2025
|
Bedrijfstakpensioenfonds Voor De Media Pno
|
BUY
|
- |
23.5K+ 33.57% |
$1.92M - $2.35M
|
93.5K
$9.63M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
1.96KNew |
$161K - $196K
|
1.96K
$202K
|
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-8- 0.12% |
$654 - $800
|
6.81K
$701K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
1.72K+ 2.37% |
$141K - $172K
|
74.3K
$7.65M
|
|
|
Jul 15, 2025
Q2 2025
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
38.4KNew |
$3.14M - $3.84M
|
38.4K
$3.95M
|
|
|
Jul 15, 2025
Q2 2025
|
Sara Bay Financial
|
SELL
|
- |
-202- 2.0% |
$16.5K - $20.2K
|
9.9K
$1.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
200+ 0.77% |
$16.4K - $20K
|
26.3K
$2.71M
|
|
|
Jul 15, 2025
Q2 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
1.51K+ 22.78% |
$124K - $151K
|
8.14K
$838K
|
|
|
Jul 15, 2025
Q2 2025
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
74+ 0.32% |
$6.05K - $7.4K
|
22.9K
$2.36M
|
|
|
Jul 14, 2025
Q2 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-103- 3.26% |
$8.42K - $10.3K
|
3.06K
$315K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
115+ 55.29% |
$9.41K - $11.5K
|
323
$33.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-23- 0.52% |
$1.88K - $2.3K
|
4.36K
$449K
|
|
|
Jul 14, 2025
Q2 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
45+ 1.59% |
$3.68K - $4.5K
|
2.88K
$296K
|
|
|
Jul 14, 2025
Q2 2025
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-56- 1.35% |
$4.58K - $5.6K
|
4.11K
$423K
|
|
|
Jul 14, 2025
Q2 2025
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
19.6KNew |
$1.6M - $1.96M
|
19.6K
$2.01M
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
420+ 6.59% |
$34.4K - $42K
|
6.79K
$699K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
257+ 1.54% |
$21K - $25.7K
|
16.9K
$1.74M
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
CALL |
2KNew |
$164K - $200K
|
2K
$206K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
162New |
$13.2K - $16.2K
|
162
$16.7K
|
|
|
Jul 10, 2025
Q2 2025
|
Bright Rock Capital Management, LLC
|
SELL
|
- |
-30K- 30.3% |
$2.45M - $3M
|
69K
$7.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-50- 1.11% |
$4.09K - $5K
|
4.44K
$457K
|
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
63New |
$5.15K - $6.3K
|
63
$6.49K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
15+ 0.33% |
$1.23K - $1.5K
|
4.62K
$475K
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-238- 9.16% |
$19.5K - $23.8K
|
2.36K
$243K
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-165- 3.51% |
$13.5K - $16.5K
|
4.54K
$467K
|
|